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Insurance Professional
1 month ago
Job Summary:
We are seeking a highly skilled Insurance Professional to join our team at Howes Insurance Agency. As a key member of our customer service sales team, you will be responsible for providing exceptional customer service to our current clients and new prospects.
Responsibilities:
* Process customer policy change requests
* Secure all Trailing Documents from customers
* Handle all incoming claim calls from customers
* Complete Evidence of Insurance requests
* Develop new Financial Services opportunities
* Document each customer contact in eAgent
* Immediately greet all customers, entering the office, in a friendly and helpful manner
* Take premium payments from customers
* Ask each customer for referrals and explain our referral program
* Treat each customer contact as a cross and up-sell opportunity including financial products
* Maintain knowledge of new products
* Generating insurance quotes
* Be outstanding at relationship building
* Maintain client relationships with follow up phone calls
* Presents and explains insurance policy options based upon prospective client needs and their personal goals
Requirements:
* Possess an upbeat, positive and enthusiastic attitude
* Be a great self-starter with a sense of urgency
* Proficiency to multi-task, follow-thru and follow-up
* Excellent Communication/interpersonal skills
* Professional phone etiquette
* Career minded vision
* Problem-Solving Capabilities
* Strong communication skills, both oral and written
* Ability to tactfully handle stressful and difficult situations
* Bilingual, fluent in both English and Spanish is beneficial
Benefits:
* Annual Base Salary + Commission + Bonus Opportunities
* Paid Time Off (PTO)
* Health Insurance
* Dental Insurance
* Vision Insurance
* Mon-Fri Schedule
* Career Growth Opportunities